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Freshworks CRM + Coda Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and Coda

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Coda

All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.

Coda Integrations

Best ways to Integrate Freshworks CRM + Coda

  • Freshworks CRM Coda

    Freshworks CRM + Coda

    Create Row to Coda from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Coda Create Row
  • Freshworks CRM Coda

    Freshworks CRM + Coda

    Upsert Row in Coda when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Coda Upsert Row
  • Freshworks CRM Coda

    Freshworks CRM + Coda

    Update Row in Coda when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Coda Update Row
  • Freshworks CRM Coda

    Freshworks CRM + Coda

    Create Row to Coda from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Coda Create Row
  • Freshworks CRM Coda

    Freshworks CRM + Coda

    Upsert Row in Coda when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Coda Upsert Row
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshworks CRM + Coda in easier way

It's easy to connect Freshworks CRM + Coda without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Row

    Triggers when a new row added to selected table.

  • Updated Row

    Trigger when new row is updated in a selected table.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Row

    Create a new row in selected table.

  • Update Row

    Update a existing row in a table.

  • Upsert Row

    Creates a new row or update an existing row in selected table.

How Freshworks CRM & Coda Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Coda as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshworks CRM to Coda.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.